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Dynamics 365 Customer Engagement (CRM) · May 20, 2017 · 1 MIN READ

Dynamics 365 Field Security

Field security is available in Dynamics 365. If you are dealing with sensitive information, you may want to prevent a field from displaying it’s data, unless you are a user with certain permissions. Dynamics 365 provides a capability to do this.

To enable Field Security, go to an entity and create a new field. You will see a field security option. Select Enable:

Add the field to your entity form and publish the customization:

Next, go to Settings->Security->Field Security Profiles:

Enter a name:

Click on Field Permissions. You will see the new field created above:

Open the field. Note the options available:

Now select a user or team to add to the field permissions. These users will be able to perform the set actions above:

Now, we can create a record and view/populate the new field as a user with permissions:

Now log in as a user without permissions. The user will see:

 

Carl de Souza
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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

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Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.